Coppell Advisory Solutions’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+468
| New | +$205K | 0.02% | 354 |
|
|
2025
Q1 | – | Sell |
-454
| Closed | -$193K | – | 707 |
|
|
2024
Q4 | $193K | Sell |
454
-73
| -14% | -$31.1K | 0.03% | 282 |
|
|
2024
Q3 | $223K | Buy |
527
+132
| +33% | +$55.9K | 0.03% | 265 |
|
|
2024
Q2 | $155K | Buy |
+395
| New | +$155K | 0.03% | 306 |
|
|
2023
Q4 | $1.13M | Buy |
3,005
+2,682
| +830% | +$1.01M | 0.23% | 102 |
|
|
2023
Q3 | $107K | Buy |
323
+152
| +89% | +$50.4K | 0.04% | 214 |
|
|
2023
Q2 | $58.4K | Buy |
+171
| New | +$58.4K | 0.02% | 324 |
|
|
2023
Q1 | – | Sell |
-323
| Closed | -$107K | – | 422 |
|
|
2022
Q4 | $107K | Buy |
+323
| New | +$107K | 0.04% | 216 |
|